[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-list-10":3,"public-avatar-frames":297,"home-public-live":309},{"items":4,"hasNext":296},[5,23,41,54,68,82,99,119,134,147,160,174,190,205,221,232,248,259,271,284],{"id":6,"title":7,"slug":7,"summary":8,"describe":8,"public_content":9,"cover":10,"images":11,"created_at":12,"published_at":12,"updated_at":13,"status":14,"canonical":15,"relay_count":16,"comment_count":17,"vote_count":18,"user_id":19,"name":20,"avatar":21,"tags":10,"user":22},52392,"高位抱团股继续补跌","我在6月底提示科技高位抱团股风险时，很多人不以为然，这个月高位科技抱团瓦解没想到杀的这么惨烈，也是大超预期。今天在海外存储芯片和光通信等算力硬件大跌的情况下，以光通信为首的高位抱团股补跌，带动整个科技","\u003Cp>      \u003Cstrong>我在6月底提示科技高位抱团股风险时，很多人不以为然，这个月高位科技抱团瓦解没想到杀的这么惨烈，也是大超预期。今天在海外存储芯片和光通信等算力硬件大跌的情况下，以光通信为首的高位抱团股补跌，带动整个科技方向继续大幅杀跌，导致代表科技的创业板和科创板指数大跌。从盘面来看，脑机接口，光刻机等题材表现强势，同时博弈周四会议政策预期相关的白酒、食品饮料等消费和软件也有轮动表现。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>      \u003C\u002Fstrong>\u003Cstrong style=\"color: rgb(241, 44, 66);\">耐心等高位抱团补跌完，对市场情绪冲击减弱再考虑出手。后续重点关注类似脑机接口等低位新题材的轮动机会。\u003C\u002Fstrong>\u003C\u002Fp>","",[],"2026-07-28 17:53:46","2026-07-29 08:43:49","published","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52392",11,4,500,1016292,"龙少","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F20260721174000603.webp",{"id":19,"name":20,"avatar":21,"tags":10},{"id":24,"title":25,"slug":26,"summary":27,"describe":27,"public_content":28,"cover":29,"images":30,"created_at":31,"published_at":31,"updated_at":32,"status":14,"canonical":33,"relay_count":34,"comment_count":35,"vote_count":36,"user_id":37,"name":38,"avatar":39,"tags":10,"user":40},52387,"【风险提示】不要在回落趋势内捡便宜货","风险提示-不要在回落趋势内捡便宜货","【风险提示】目前期指（沪深主连）在经历五六两月的二次上攻未果后明显回落趋势没有变化，并且短线结构KDJ形成死叉，我不想在这里说指标，我想告诉大家KDJ在众多量化产品模型中，被采取录用，另外注意目前参数","\u003Cp>【风险提示】目前期指（沪深主连）在经历五六两月的二次上攻未果后明显回落趋势没有变化，并且短线结构KDJ形成死叉，我不想在这里说指标，我想告诉大家KDJ在众多量化产品模型中，被采取录用，另外注意目前参数45 47 43，该位置区间的数值效果，会被众多量化交易模型中，触发进一步减仓的交易执行。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>不要在回落趋势内捡便宜货。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>简单说这个结构下，破位7月17日的地点不会有太大阻碍。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cimg src=\"https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F20260728135243582.webp\">\u003C\u002Fp>","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F20260728135243582.webp",[29],"2026-07-28 13:43:58","2026-07-29 13:30:06","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52387",0,8,424,23999,"霖枫","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607211712042662.webp",{"id":37,"name":38,"avatar":39,"tags":10},{"id":42,"title":43,"slug":44,"summary":45,"describe":45,"public_content":46,"cover":47,"images":48,"created_at":49,"published_at":49,"updated_at":50,"status":14,"canonical":51,"relay_count":34,"comment_count":17,"vote_count":52,"user_id":37,"name":38,"avatar":39,"tags":10,"user":53},52385,"【粉丝福利】2027年农历对照表","粉丝福利-2027年农历对照表","昨天更新2026年的农历对照表，今天给各位2027年的。五行不是金木水火土五种实物，是天地五种运行势能、动态循环系统，属于中华传统哲学思维。农历十二月五行归属1.正月寅、二月卯=木；三月辰=土2.四月","\u003Cp>昨天更新2026年的农历对照表，今天给各位2027年的。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>五行不是金木水火土五种实物，是天地五种运行势能、动态循环系统，属于中华传统哲学思维。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>农历十二月五行归属 \u003C\u002Fp>\u003Cp>1. 正月寅、二月卯 = 木；三月辰 = 土 \u003C\u002Fp>\u003Cp>2. 四月巳、五月午 = 火；六月未 = 土 \u003C\u002Fp>\u003Cp>3. 七月申、八月酉 = 金；九月戌 = 土\u003C\u002Fp>\u003Cp>4. 十月亥、冬月子 = 水；腊月丑 = 土 \u003C\u002Fp>\u003Cp>相生：木生火→火生土→土生金→金生水→水生木 \u003C\u002Fp>\u003Cp>相克：木克土→土克水→水克火→火克金→金克木\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cimg src=\"https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607281103381951.webp\">\u003C\u002Fp>","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607281103381951.webp",[47],"2026-07-28 11:38:24","2026-07-28 13:28:56","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52385",320,{"id":37,"name":38,"avatar":39,"tags":10},{"id":55,"title":56,"slug":56,"summary":57,"describe":57,"public_content":58,"cover":10,"images":59,"created_at":60,"published_at":60,"updated_at":60,"status":14,"canonical":61,"relay_count":34,"comment_count":62,"vote_count":63,"user_id":64,"name":65,"avatar":66,"tags":10,"user":67},52383,"磨底","指数：还是看3859点，如果放量站稳，会有一波反弹，主升还是在10月。板块：目前就是比较随机，左侧重点关注国产算力还是那句话输时间不输收益。题材：观察微盘股指数是否企稳，市场缩量到两万亿以下，结合微盘","\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">指数：\u003C\u002Fstrong>\u003Cstrong>还是看3859点，如果放量站稳，会有一波反弹，主升还是在10月。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">板块：\u003C\u002Fstrong>\u003Cstrong>目前就是比较随机，左侧重点关注国产算力还是那句话输时间不输收益。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">题材：\u003C\u002Fstrong>\u003Cstrong>观察微盘股指数是否企稳，市场缩量到两万亿以下，结合微盘股企稳大概率偏向情绪流玩法。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">个人观点：\u003C\u002Fstrong>\u003Cstrong>市场敏感度高的选手用我们之前教的龙头战法找机会，其余的就是躺平，不加仓，不割肉。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Ch1>\u003Cbr>\u003C\u002Fh1>\u003Ch1>\u003Cstrong style=\"color: rgb(241, 44, 66);\">点赞，评论会有回复\u003C\u002Fstrong>\u003C\u002Fh1>",[],"2026-07-28 10:41:32","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52383",5,699,28710,"起航","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607212001105432.webp",{"id":64,"name":65,"avatar":66,"tags":10},{"id":69,"title":70,"slug":70,"summary":71,"describe":71,"public_content":72,"cover":10,"images":73,"created_at":74,"published_at":74,"updated_at":75,"status":14,"canonical":76,"relay_count":34,"comment_count":77,"vote_count":78,"user_id":35,"name":79,"avatar":80,"tags":10,"user":81},52382,"机构脑残","就国内这些机构真的是脑残。外围跌就跟着低开。实际上我们国产光刻机如果真量产了。国外跌是正常的。毕竟咱们下场了。。低端芯片的市场基本都归咱们了。光刻机概念肯定是领涨。。后排看半导体设备。注意：长鑫上市了","\u003Cp>就 国内这些机构 真的是脑残。外围跌就跟着低开。\u003C\u002Fp>\u003Cp>实际上我们国产光刻机如果真量产了。 国外跌是正常的。 毕竟咱们下场了。。低端芯片的市场基本都归咱们了。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>光刻机概念肯定是领涨。。后排看半导体设备。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>注意：长鑫上市了。一定要去挖长鑫的合作商\u003C\u002Fp>",[],"2026-07-28 09:27:18","2026-07-30 09:29:37","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52382",31,902,"飞哥","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607211731249282.webp",{"id":35,"name":79,"avatar":80,"tags":10},{"id":83,"title":84,"slug":85,"summary":86,"describe":86,"public_content":87,"cover":10,"images":88,"created_at":89,"published_at":89,"updated_at":90,"status":14,"canonical":91,"relay_count":92,"comment_count":93,"vote_count":94,"user_id":95,"name":96,"avatar":97,"tags":10,"user":98},52380,"市场消息汇总7.28","市场消息汇总7-28","无主线，不交易。一、中国开始量产国产DUV芯片制造工具据TheInformation报道，一家中国国资背景的公司已首次开始制造芯片生产中的关键设备之一，今年计划生产5台，目标2027年达20台。据两名","\u003Cp>无主线，不交易。\u003C\u002Fp>\u003Cp>一、中国开始量产国产DUV芯片制造工具\u003C\u002Fp>\u003Cp>据The Information报道，一家中国国资背景的公司已首次开始制造芯片生产中的关键设备之一，今年计划生产5台，目标2027年达20台。据两名知情人士透露，这家总部位于上海的公司正在制造浸没式深紫外（DUV）GKJ。该公司汇集了来自其他中国公司的浸没式DUV研发团队，其中包括一家名为上海宇量昇科技（深圳新凯来持股50%）的芯片设备初创公司。\u003C\u002Fp>\u003Cp>宇量昇科技：永新光学、福晶科技、波长光电、茂莱光学\u003C\u002Fp>\u003Cp>新凯来：凯美特气、利和兴、新莱应材\u003C\u002Fp>\u003Cp>GKJ概念：张江高科、奥普光电\u003C\u002Fp>\u003Cp>二、央视财经：中国风电正抢装全球 国产风电海外爆单\u003C\u002Fp>\u003Cp>半年揽单4.4GW，在手订单超百亿，版图跨越三大洲。这是风电交出的出海成绩单。2026年1-6月，远景能源新增海外订单超4.4GW，覆盖北非、南欧、东南亚等全球多个区域。唐山曹妃甸，大金重工投建的深远海海工基地今年顺利投产。这是全球首个超大型海工产品全室内建造工厂，可批量制造匹配15MW—25MW大功率机组的深远海固定式、浮式风电基础。大金重工副总裁姜海涛透露，截至目前，大金重工海外在手订单规模超100亿元，产品远销30多个国家和地区。记者走访多家企业了解到，今年以来海外订单显著增长，出海布局持续提速，海外市场已成为行业增长的重要引擎。（央视财经）\u003C\u002Fp>\u003Cp>风电：大金重工、天顺风能、泰胜风能、海力风电\u003C\u002Fp>\u003Cp>三、部分一线城市，茅台直营店提价到1719元\u002F瓶\u003C\u002Fp>\u003Cp>记者27日从茅台自营门店处获悉，公司自营体系已经悄然调整，飞天茅台酒零售价为1719元\u002F瓶，线上i茅台零售价为1639元\u002F瓶。某自营门店工作人员透露，上周开始，全国自营门店飞天茅台酒的零售价已统一上调，但目前线下有价无货，很多自营门店暂时没有库存。\u003C\u002Fp>\u003Cp>白酒：贵州茅台、古井贡酒、酒鬼酒、皇台酒业\u003C\u002Fp>",[],"2026-07-28 07:59:39","2026-07-28 07:59:40","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52380",23,14,737,1017264,"沈总","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607211702133301.webp",{"id":95,"name":96,"avatar":97,"tags":10},{"id":100,"title":101,"slug":102,"summary":103,"describe":103,"public_content":104,"cover":105,"images":106,"created_at":109,"published_at":109,"updated_at":110,"status":14,"canonical":111,"relay_count":112,"comment_count":113,"vote_count":114,"user_id":115,"name":116,"avatar":117,"tags":10,"user":118},52378,"《正宗医药大白马景气周期》7.27","正宗医药大白马景气周期-7-27","Part1医药3大先锋今天医药股表现一般，主要是我们的大中军一般啊，主要原因是今天市场全面反弹，资金流动性被洗走了虽然我们的3大先锋表现一般般，但是情绪票还是相当哇塞。比如：大垃圾海南海药封板，邦邦硬","\u003Cp>\u003Cspan style=\"background-color: rgb(241, 44, 66);\">\u003Cimg src=\"https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271854119722.webp\">\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Ch1>Part1医药3大先锋\u003C\u002Fh1>\u003Cp>\u003Cimg src=\"https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271808218882.webp\" width=\"577\">\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Col>\u003Cli>今天医药股表现一般，主要是我们的大中军一般啊，主要原因是今天市场全面反弹，资金流动性被洗走了\u003C\u002Fli>\u003Cli>虽然我们的3大先锋表现一般般，但是情绪票还是相当哇塞。比如：大垃圾海南海药封板，邦邦硬的万邦股份今天怒涨14%，大中药龙神20cm冲天炮！医美哈三联直接反包板，人民同泰都涨停人民开心了。。。毫无疑问，\u003Cspan style=\"background-color: rgb(241, 44, 66);\">医药整体很强，不服不行，事实胜于雄辩\u003C\u002Fspan>。\u003C\u002Fli>\u003Cli>今天医药给还有亮点----\u003Cspan style=\"color: rgb(241, 44, 66);\">创新医疗！哇~~~看看这个技术是什么技术？考考你们~~\u003C\u002Fspan>整个的脑机接口非常好，整体脑机接口个人感觉还要有点向上的感觉~~。\u003C\u002Fli>\u003C\u002Fol>\u003Ch1>Part2历史上医药周期\u003C\u002Fh1>\u003Cp>2009–2010：新医改医保扩容牛市（仿制药、中药普涨）\u003C\u002Fp>\u003Cp>\u003Cspan style=\"background-color: rgba(0, 0, 0, 0);\">2012 年底–2015 年中：创新转型结构性牛市（最有参考价值，本轮对标基准）\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>2019 年初–2021 年 6 月：创新药 + CXO 全面大牛市（全面抱团普涨）\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>我们当下就是历史上的2012~2015年，肯定不是2019年的喝酒吃药带口罩。。。。\u003C\u002Fp>\u003Cp>所以当下就是去弱留强，有核心竞争力的才能涨，没竞争力的就不行，其实不光医药，别的板块也是。。。。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Ch1>Part3行业消息汇总\u003C\u002Fh1>\u003Cp>\u003Cimg src=\"https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F20260728003317417.webp\">\u003C\u002Fp>\u003Cp>基本和咱们关系都不大。\u003C\u002Fp>\u003Cp>ok，就写到这吧~~~\u003C\u002Fp>\u003Cp>我没时间写妖股了，我正在修炼。。。忘了保存，正在重新弄，明天见。\u003C\u002Fp>\u003Cp>个人观点，仅供参考。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271854119722.webp",[105,107,108],"https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271808218882.webp","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F20260728003317417.webp","2026-07-28 00:20:56","2026-07-29 09:12:11","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52378",6,12,593,13,"八度","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607211718104421.webp",{"id":115,"name":116,"avatar":117,"tags":10},{"id":120,"title":121,"slug":122,"summary":123,"describe":123,"public_content":124,"cover":10,"images":125,"created_at":126,"published_at":126,"updated_at":127,"status":14,"canonical":128,"relay_count":34,"comment_count":92,"vote_count":129,"user_id":130,"name":131,"avatar":132,"tags":10,"user":133},52377,"炒股如修行，闲谈品人生！","炒股如修行-闲谈品人生","一开始想长篇大论了，不过打完的字，又敲回去了！想想都多余了，市场还是那个市场，但践行起来，不经历点起伏，难成大器！各位共勉！猴悟空破万重山，子打DIE剑不等闲。牛气外溢谁敢挡，逼上云端天地宽。","\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>一开始想长篇大论了，不过打完的字，又敲回去了！\u003C\u002Fp>\u003Cp>想想都多余了，市场还是那个市场，但践行起来，不经历点起伏，难成大器！各位共勉！\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(15, 17, 21);\">猴悟空破万重山，\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(15, 17, 21);\">子打DIE剑不等闲。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(15, 17, 21);\">牛气外溢谁敢挡，\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(15, 17, 21);\">逼上云端天地宽。\u003C\u002Fspan>\u003C\u002Fp>",[],"2026-07-28 00:05:04","2026-08-05 10:10:57","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52377",514,2589,"大胆哥","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607221503108142.webp",{"id":130,"name":131,"avatar":132,"tags":10},{"id":135,"title":136,"slug":137,"summary":138,"describe":138,"public_content":139,"cover":140,"images":141,"created_at":142,"published_at":142,"updated_at":143,"status":14,"canonical":144,"relay_count":34,"comment_count":113,"vote_count":145,"user_id":37,"name":38,"avatar":39,"tags":10,"user":146},52374,"【粉丝福利】2026年农历对照表","粉丝福利-2026年农历对照表","五行不是金木水火土五种实物，是天地五种运行势能、动态循环系统，属于中华传统哲学思维。农历十二月五行归属1.正月寅、二月卯=木；三月辰=土2.四月巳、五月午=火；六月未=土3.七月申、八月酉=金；九月戌","\u003Cp>五行不是金木水火土五种实物，是天地五种运行势能、动态循环系统，属于中华传统哲学思维。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>农历十二月五行归属 \u003C\u002Fp>\u003Cp>1. 正月寅、二月卯 = 木；三月辰 = 土 \u003C\u002Fp>\u003Cp>2. 四月巳、五月午 = 火；六月未 = 土 \u003C\u002Fp>\u003Cp>3. 七月申、八月酉 = 金；九月戌 = 土\u003C\u002Fp>\u003Cp>4. 十月亥、冬月子 = 水；腊月丑 = 土 \u003C\u002Fp>\u003Cp>相生：木生火→火生土→土生金→金生水→水生木 \u003C\u002Fp>\u003Cp>相克：木克土→土克水→水克火→火克金→金克木\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cimg src=\"https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271701597765.webp\">\u003C\u002Fp>","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271701597765.webp",[140],"2026-07-27 18:01:17","2026-07-28 13:28:34","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52374",430,{"id":37,"name":38,"avatar":39,"tags":10},{"id":148,"title":149,"slug":150,"summary":151,"describe":151,"public_content":152,"cover":10,"images":153,"created_at":154,"published_at":154,"updated_at":155,"status":14,"canonical":156,"relay_count":34,"comment_count":157,"vote_count":158,"user_id":19,"name":20,"avatar":21,"tags":10,"user":159},52373,"长鑫落地，反弹开启","长鑫落地-反弹开启","市场等待的存储芯片龙头长鑫科技在今天上市，成为真正的股王，总市场收在3.28万亿，超越工行总市值排A股第一。下午一点半市场在消化完长鑫上市冲击后，指数逐步震荡企稳迎来反弹，市场情绪也明显修复，两市超5","\u003Cp>      市场等待的存储芯片龙头长鑫科技在今天上市，成为真正的股王，总市场收在3.28万亿，超越工行总市值排A股第一。下午一点半市场在消化完长鑫上市冲击后，指数逐步震荡企稳迎来反弹，市场情绪也明显修复，两市超5100家上涨，不过刨除长鑫上市首日成交的一千四百亿，今天成交量基本与上周五持平，属于缩量反弹。从盘面来看，前期大跌的算力硬件PCB产业链迎来反弹，同时资金轮动了脑机接口，电池，电商消费等，异动股立新能源弱转强反包带动电力回流。\u003C\u002Fp>\u003Cp>      随着市场观望的长鑫上市落地，指数今天二次回踩后震荡企稳，后续有望展开轮动反弹。短线关注国产替代相关的半导体设备和材料，算力硬件核心个股的反弹，脑机接口，电力等题材。\u003C\u002Fp>",[],"2026-07-27 17:59:44","2026-07-28 17:54:12","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52373",22,463,{"id":19,"name":20,"avatar":21,"tags":10},{"id":161,"title":162,"slug":162,"summary":163,"describe":163,"public_content":164,"cover":10,"images":165,"created_at":166,"published_at":166,"updated_at":167,"status":14,"canonical":168,"relay_count":34,"comment_count":35,"vote_count":169,"user_id":170,"name":171,"avatar":172,"tags":10,"user":173},52371,"回暖行情隐藏的风险","今天市场5200家上涨，只有280家下跌，看似一片祥和，但这里面隐藏着几个风险点，明天需注意：成交量仅2万亿，没量没行情，明天需注意能否放量资金不聚焦，流入题材过多，通信、算力、芯片、医药、锂电、化工","\u003Cp>今天市场5200家上涨，只有280家下跌，看似一片祥和，但这里面隐藏着几个风险点，明天需注意：\u003C\u002Fp>\u003Col>\u003Cli>成交量仅2万亿，没量没行情，明天需注意能否放量\u003C\u002Fli>\u003Cli>资金不聚焦，流入题材过多，通信、算力、芯片、医药、锂电、化工、元器件均有不同程度流入，今天没能形成聚焦，明天顶着抛压更难形成聚焦\u003C\u002Fli>\u003Cli>技术上，指数受十日线3862压制，所有中短期均线空头排列\u003C\u002Fli>\u003C\u002Fol>\u003Cp>因此判断今天的反弹像是对周五大跌的一个弱修复，明天如果不能放量上攻，大概率冲高回落继续调整。\u003C\u002Fp>",[],"2026-07-27 17:57:37","2026-07-27 21:26:59","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52371",443,1015321,"大欣","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F20260721214150867.webp",{"id":170,"name":171,"avatar":172,"tags":10},{"id":175,"title":176,"slug":177,"summary":178,"describe":178,"public_content":179,"cover":10,"images":180,"created_at":181,"published_at":181,"updated_at":182,"status":14,"canonical":183,"relay_count":34,"comment_count":184,"vote_count":185,"user_id":186,"name":187,"avatar":188,"tags":10,"user":189},52368,"涨停双响炮精选 2026.7.27","涨停双响炮精选-2026-7-27","涨停双响炮（抓强势股实战方法）完整讲解一、什么是涨停双响炮1、标准形态定义涨停双响炮属于N字涨停最强细分形态，结构固定：首板（第一炮）+1~9天回调+再次涨停板（第二炮），两根涨停如同两声进攻响炮，中","\u003Cp>\u003Cstrong>涨停双响炮（抓强势股实战方法）完整讲解\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong>一、什么是涨停双响炮\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong>1、标准形态定义\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>涨停双响炮属于N字涨停最强细分形态，结构固定：首板（第一炮）+ 1~9天回调 +再次涨停板（第二炮），两根涨停如同两声进攻响炮，中间缩量区间为主力洗盘区间，整体是主力完整「试盘→洗盘→主升拉升」操盘痕迹。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong> \u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>2、底层主力资金逻辑（核心，区分真假形态）\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>整套形态全程由主力资金驱动，三步资金动作清晰可见：\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>a. 第一炮（首板放量涨停）：主力亮明身份、试盘吸筹\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>大资金主动进场放量封板，突破关键平台\u002F均线，测试上方套牢盘抛压；放量代表真金白银买入，不是散户跟风偷袭，股性彻底激活。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>b. 中间缩量回调：主力锁仓洗盘，清洗短线浮筹\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>主力底仓不动，仅小幅打压股价，成交量持续萎缩，跟风散户恐慌卖出，市场平均持仓成本抬高；缩量=主力没出货，是判断形态有效的核心标尺。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>c. 第二炮（二次涨停）：增量资金合力拉升，主升启动\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>洗盘完毕，场外资金+场内主力共同抢筹，再次放量封板突破首板高点，资金达成做多共识，强势主升浪正式开启。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"background-color: rgb(241, 44, 66);\">3、双响炮两大分类（按位置区分，强弱差距极大）\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"background-color: rgb(241, 44, 66);\">a. 低位启动双响炮（最强，抓翻倍强势股首选）\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>股价长期下跌、底部横盘后走出，主力完成底部吸筹，双响是底部起爆信号，上涨空间最大。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"background-color: rgb(241, 44, 66);\">b. 上升中继双响炮（波段强势股）\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>上涨中途回调形成，属于主力空中加油，延续原有上升趋势，适合波段滚动操作。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"background-color: rgb(4, 166, 82);\">c. 高位双响炮（陷阱，绝对规避）\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"background-color: rgb(4, 166, 82);\">个股短期涨幅超50%，高位拉出双响，主力借涨停吸引散户接盘，放量第二炮是出货诱多。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong>二、涨停双响炮能不能抓到强势股？\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>结论：标准合格的涨停双响炮，是捕捉强势股高胜率核心形态\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong> \u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>1. 优势1：自带主力资金背书，避开无庄冷门杂毛\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>普通N字形态可能无大资金参与，但双响炮两根放量涨停直接证明主力深度介入，有持续拉升动力，容易走出连板、波段大行情。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong> \u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>2. 优势2：过滤情绪化追高，给充分低吸窗口\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>不像连板妖股只能排队打板，双响炮中间1-9天缩量回调存在低吸机会，不用追涨停，契合我们尾盘、回踩低吸战法。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong> \u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>3. 优势3：趋势共振，契合主线热点\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>真正强势股几乎都会走中继双响炮；主线板块龙头反复走出双响结构，杂毛个股很难走出标准双响。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(255, 0, 0);\">三、今天符合涨停双响炮模型的股票池：\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">1、600667 太极实业：\u003C\u002Fstrong>\u003Cstrong style=\"color: rgb(51, 51, 51);\">海力士合作+洁净室+HBM后工序+存储芯片+先进封装\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">2、002173 创新医疗：\u003C\u002Fstrong>\u003Cstrong style=\"color: rgb(51, 51, 51);\">脑机接口+AI医疗+养老+智能医疗\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">3、002409 雅克科技：\u003C\u002Fstrong>\u003Cstrong style=\"color: rgb(51, 51, 51);\">客户长鑫+前驱体材料+存储芯片前驱体+LNG保温板+光刻胶\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">4、000566 海南海药：\u003C\u002Fstrong>\u003Cstrong style=\"color: rgb(51, 51, 51);\">创新药+人工耳蜗+流感治疗（海南）+医疗器械\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">5、002365 永安药业：\u003C\u002Fstrong>\u003Cstrong style=\"color: rgb(51, 51, 51);\">牛磺酸龙头+中报预增+功能饮料+跨境电商\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(241, 44, 66);\">以上内容仅作为学习、跟踪和参考，不具备投资指导和买卖建议。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>",[],"2026-07-27 17:25:29","2026-07-29 03:52:23","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52368",19,555,1019335,"墨白","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607211753061454.webp",{"id":186,"name":187,"avatar":188,"tags":10},{"id":191,"title":192,"slug":192,"summary":193,"describe":193,"public_content":194,"cover":195,"images":196,"created_at":197,"published_at":197,"updated_at":198,"status":14,"canonical":199,"relay_count":34,"comment_count":112,"vote_count":200,"user_id":201,"name":202,"avatar":203,"tags":10,"user":204},52367,"反弹行情来啦","1.从大盘的整体的方向上看，今天市场大盘，虽然量不太多，也就2万亿的量，但是已经完成了止跌加上反弹的动作了。而且市场的反弹走势很好，反弹的上涨家数也比较多，形成了普反的格局。后边市场，需要看一个点，就","\u003Cp>1.从大盘的整体的方向上看，今天市场大盘，虽然量不太多，也就2万亿的量，但是已经完成了止跌加上反弹的动作了。而且市场的反弹走势很好，反弹的上涨家数也比较多，形成了普反的格局。\u003C\u002Fp>\u003Cp>\u003Cimg src=\"https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271700025534.webp\">\u003C\u002Fp>\u003Cp>后边市场，需要看一个点，就是市场的量，能不能再补一补。\u003C\u002Fp>\u003Cp>2.市场方向上去看，两个方向，一种是做超跌方向的反弹，因为反正也没有主线，都市轮动，所以那个方向都有可能，就是低吸就好了。二个就是过去主线的修复，这个就主要在科技线，去找各个细分的科技线的反弹。\u003C\u002Fp>\u003Cp>3.市场行情的目标：现在市场应该会混乱一段时间，不会明确方向，所以，短线套利就好了。\u003C\u002Fp>","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271700025534.webp",[195],"2026-07-27 17:10:05","2026-07-27 17:10:06","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52367",435,47344,"婉新","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607211718068262.webp",{"id":201,"name":202,"avatar":203,"tags":10},{"id":206,"title":207,"slug":207,"summary":208,"describe":208,"public_content":209,"cover":210,"images":211,"created_at":212,"published_at":212,"updated_at":213,"status":14,"canonical":214,"relay_count":34,"comment_count":215,"vote_count":216,"user_id":217,"name":218,"avatar":219,"tags":10,"user":220},52366,"短期路在何方","朋友们大家好!近期市场跌跌不休，主要原因有三。第一外围扰动（主要是中东）推高成本和通胀预期。第二，美联储可能加息，导致流动性收紧，第三就是芯片龙头大幅回落打击市场人气。核心还是资金问题，当前交易量，对","\u003Cp>朋友们大家好!\u003C\u002Fp>\u003Cp>近期市场跌跌不休，主要原因有三。第一外围扰动（主要是中东）推高成本和通胀预期。第二，美联储可能加息，导致流动性收紧，第三就是芯片龙头大幅回落打击市场人气。核心还是资金问题，当前交易量，对于15万亿的芯片板块来说，一两万亿日换手很难推高股价。\u003Cstrong style=\"color: rgb(241, 44, 66);\">现在解决这个问题其实就是两点，第一增量资金进场，第二，切换板块。从客观来看大幅增量资金进场有点难，所以还是要看风格切换，只有有标杆，人气必然回归。所以现在就是等风来，要么就是等芯片跌透。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(4, 166, 82);\">走势上，市场现在仍处于调整走势当中，芯片跌透遥遥无期，短期存在超跌反弹，但报复性反弹还为时尚早。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>所以现在盯盘策略上，就是注意量能和风口变化，如果早盘放量或者有局部风口活跃，可参与短期反弹行情。如果这两个条件缺一建议多看少动，甚至可以先行高抛。\u003C\u002Fp>\u003Cp>\u003Cimg src=\"https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271612411217.webp\">\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(4, 166, 82);\">明天市场估计又要震荡啦！长鑫今天给的价位太高！明天有抢跑的对资金是个考验，毕竟现在这个位置要再拿千亿出来维持他换手有点难。不排除明天冲高回落的可能。短线投资者切莫追高。\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cstrong>热点板块上今天脑机接口表现活跃，但从量能资金关注度不高，大概一日游走势。莫追，现在市场风向标就在长鑫身上，长鑫震荡，市场弱势难改！咱们还是暂时按兵不动为宜！\u003C\u002Fstrong>\u003Cstrong style=\"color: rgb(241, 44, 66);\">祝大家投资顺利！收益长虹！\u003C\u002Fstrong>\u003C\u002Fp>","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607271612411217.webp",[210],"2026-07-27 16:42:55","2026-07-27 16:42:57","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52366",9,602,44,"郭哥","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607211757165929.webp",{"id":217,"name":218,"avatar":219,"tags":10},{"id":222,"title":223,"slug":224,"summary":225,"describe":225,"public_content":226,"cover":10,"images":227,"created_at":228,"published_at":228,"updated_at":228,"status":14,"canonical":229,"relay_count":34,"comment_count":215,"vote_count":230,"user_id":95,"name":96,"avatar":97,"tags":10,"user":231},52363,"7.27主线分析","7-27主线分析","盘面总结1.情绪拐点：经历前期连续杀跌后，市场整体情绪已处于冰点，此时长鑫科技的上市为市场提供了明确的催化剂，吸引了大量观望资金借机集中回流，共同涌入国产硬科技这一具备国家战略意义和产业前景的领域，从","\u003Cp>\u003Cspan style=\"color: rgb(241, 44, 66);\">盘面总结\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>1. 情绪拐点：经历前期连续杀跌后，市场整体情绪已处于冰点，此时长鑫科技的上市为市场提供了明确的催化剂，吸引了大量观望资金借机集中回流，共同涌入国产硬科技这一具备国家战略意义和产业前景的领域，从而成功带动市场人气回暖，形成了清晰的情绪转折信号。\u003C\u002Fp>\u003Cp>2. 风格切换：市场资金偏好发生显著转变，从前期避险情绪主导下、以追求稳定股息回报为主的防御性板块（如高股息类资产），转向更关注未来成长性和估值弹性的进攻性赛道，具体表现为对半导体、医药创新、锂电等成长性行业的集中布局，这反映出市场风险偏好的整体提升。\u003C\u002Fp>\u003Cp>3. 两条预备主线：盘面呈现出清晰的资金分层结构。一条是机构资金主导的、基于长期产业趋势和国产替代逻辑的存储半导体主线，具备较强的持续性和基本面支撑；另一条是短线活跃资金驱动的、围绕前沿科技概念（如脑机接口）进行博弈的题材主线，呈现出高波动和高弹性的特征。\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(241, 44, 66);\">后续关注点\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>1. 长鑫上市后存储板块能否持续放量，还是一日游行情：需密切关注长鑫科技上市后，存储半导体板块的成交量能否维持在高位，以及相关龙头个股的股价强度和持续性。这将直接验证当前资金对国产替代逻辑的认可深度，以及机构主线行情的成色，是判断行情性质（趋势性反转还是短期脉冲）的关键。\u003C\u002Fp>\u003Cp>2. 年中会议预期发酵带来的政策方向变化：市场将逐步开始对即将召开的年中会议进行预期博弈。需高度关注会议可能释放的关于宏观经济政策、产业支持方向（特别是对科技创新、高端制造等领域）的最新定调，任何超预期的政策表述都可能对市场结构产生深远影响，并可能催生新的主题投资机会。\u003C\u002Fp>",[],"2026-07-27 16:06:16","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52363",452,{"id":95,"name":96,"avatar":97,"tags":10},{"id":233,"title":234,"slug":235,"summary":236,"describe":236,"public_content":237,"cover":10,"images":238,"created_at":239,"published_at":239,"updated_at":240,"status":14,"canonical":241,"relay_count":242,"comment_count":215,"vote_count":243,"user_id":244,"name":245,"avatar":246,"tags":10,"user":247},52360,"长鑫上市超预期的重大意义。","长鑫上市超预期的重大意义","在长鑫未上市之前，很多投资担心上市吸血，市场进一步下跌，所以场外观望资金较多。其实这些担忧，今天足以证明是多余的。首先，我们的市场不缺资金，只是却机会，场外虎视眈眈的资金很多，国家队和机构的资金，还有","\u003Cp>\u003Cspan style=\"color: rgb(112, 48, 160);\">在长鑫未上市之前，很多投资担心上市吸血，市场进一步下跌，所以场外观望资金较多。其实这些担忧，今天足以证明是多余的。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(45, 84, 160);\">首先\u003C\u002Fstrong>\u003Cspan style=\"color: rgb(199, 28, 49);\">，\u003C\u002Fspan>\u003Cspan style=\"color: rgb(255, 0, 0);\">我们的市场不缺资金，只是却机会，场外虎视眈眈的资金很多，国家队和机构的资金，还有相当量未入场。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(45, 84, 160);\">其次\u003C\u002Fstrong>\u003Cspan style=\"color: rgb(199, 28, 49);\">，\u003C\u002Fspan>\u003Cspan style=\"color: rgb(255, 0, 0);\">长鑫首日抛压比例不多，因为大股东上市首日无法卖出。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(23, 95, 89);\">今日长鑫首日涨幅达530%，属超预期。以往正常新股上市首日涨幅3-5倍，然而不同的是：长鑫中签率比以往新股都高，且容量也比以往新股要大很多，堪称“巨无霸”，而今天能涨幅超出了500%，在一定程度上说了资金极度看好，长鑫也是AI科技股的重点企业，也充分说明了资金对科技的方向的认可。长鑫的上市，对市场的影响有重大意义。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong style=\"color: rgb(197, 94, 16);\">具体重要意义：\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(199, 28, 49);\">1，打消了投资的之前的恐惧心里；重新认识市场。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(199, 28, 49);\">2，点燃投资者对科技的热情；科技股有望持续受到追捧。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(199, 28, 49);\">3，铸就了市场止跌的时间拐点；若科技止跌，指数和市场有望持续修复。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(199, 28, 49);\">4，实现了的AI科技初步战略；长鑫顺利上市，也离不开国家的支持，AI科技也是未来发展重要方向。\u003C\u002Fspan>\u003C\u002Fp>",[],"2026-07-27 12:59:24","2026-07-27 12:59:25","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52360",24,518,1031658,"赤灵","https:\u002F\u002Foss.tinggupiao.com.cn\u002Fuploads\u002F202607211710174148.webp",{"id":244,"name":245,"avatar":246,"tags":10},{"id":249,"title":250,"slug":250,"summary":251,"describe":251,"public_content":252,"cover":10,"images":253,"created_at":254,"published_at":254,"updated_at":255,"status":14,"canonical":256,"relay_count":93,"comment_count":157,"vote_count":257,"user_id":35,"name":79,"avatar":80,"tags":10,"user":258},52359,"参考下机构数据","根据日本野村证券对于长鑫的估值。2026年-2028年净利润增速在73%左右。到2028年是20倍PE。估值在7.8万亿左右换算成人民币是110-120元左右。但是把，2028年太远了，自己参考下吧","\u003Cp>根据日本野村证券 对于 长鑫的估值。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>2026年-2028年 净利润增速在73%左右。到2028年是20倍PE。估值在7.8万亿左右 换算成人民币是110-120元左右。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>但是把，2028年太远了，自己参考下吧\u003C\u002Fp>",[],"2026-07-27 10:52:19","2026-07-28 09:26:15","https:\u002F\u002Fwww.hongbanli.com\u002Farticles\u002F52359",845,{"id":35,"name":79,"avatar":80,"tags":10},{"id":260,"title":261,"slug":261,"summary":262,"describe":262,"public_content":263,"cover":264,"images":265,"created_at":266,"published_at":266,"updated_at":267,"status":14,"canonical":268,"relay_count":34,"comment_count":17,"vote_count":269,"user_id":37,"name":38,"avatar":39,"tags":10,"user":270},52357,"上市新股的交易技巧","恭喜各位中签，目前开盘一小时沪指上涨18.84点，并没有实现日线结构的访谈状态。【新股交易有技巧】既然是上市首日，那么最重要的还是稳定，要知道市场本身也需要试水，按照场内水温，进行方向调控。那么如何看","\u003Cp>恭喜各位中签，目前开盘一小时沪指上涨18.84点，并没有实现日线结构的访谈状态。\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>【 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